Gradient Investments’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | -$7 | – | 1407 |
|
|
2024
Q1 | – | Sell |
-339
| Closed | -$17.7K | – | 1211 |
|
|
2023
Q4 | $17.7K | Buy |
339
+67
| +25% | +$3.51K | ﹤0.01% | 722 |
|
|
2023
Q3 | $12.4K | Hold |
272
| – | – | ﹤0.01% | 767 |
|
|
2023
Q2 | $12.6K | Hold |
272
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $12.1K | Sell |
272
-1,110
| -80% | -$49.4K | ﹤0.01% | 763 |
|
|
2022
Q4 | $60.7K | Buy |
1,382
+1,110
| +408% | +$48.8K | ﹤0.01% | 463 |
|
|
2022
Q3 | $11K | Hold |
272
| – | – | ﹤0.01% | 773 |
|
|
2022
Q2 | $11K | Hold |
272
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $13K | Hold |
272
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $13K | Hold |
272
| – | – | ﹤0.01% | 738 |
|
|
2021
Q3 | $12K | Hold |
272
| – | – | ﹤0.01% | 738 |
|
|
2021
Q2 | $12K | Buy |
+272
| New | +$12K | ﹤0.01% | 724 |
|